We are seeking a highly motivated and experienced Business Development Manager to join our team and drive the portfolio management services The successful candidate will be responsible for identifying new business opportunities, developing client relationships, and ensuring the delivery of tailored financial solutions to meet the sophisticated needs of our HNI clientele.

Key Responsibilities:

• Identify and pursue new business opportunities
• Represent the company at industry events, conferences, and seminars to enhance brand visibility and attract potential clients.
• Build a network of industry contacts and leverage these relationships to generate business leads.
• Develop and maintain strong relationships with existing HNI clients to ensure high levels of client satisfaction and retention.
• Conduct regular meetings with clients to understand their financial goals and offer appropriate investment solutions.
• Develop and execute business development strategies to achieve revenue and growth targets.
• Create and present comprehensive business plans and proposals to prospective clients.
• Collaborate with internal teams to ensure seamless delivery of services and implementation of client strategies.

Education:

Master’s degree in Finance, Business Administration, Economics, or a related field. MBA or CFA designation is preferred.

Experience:

Minimum of 3-4 years of experience in business development, sales, or relationship management within the financial services industry, specifically focused on HNI clients and portfolio management.

Skills:

• Strong understanding of financial markets, investment products, and portfolio management principles.
• Excellent communication, presentation, and negotiation skills.
• Proven ability to build and maintain long-term client relationships.
• Strategic thinking and analytical skills to assess market opportunities and client needs.
• High level of integrity, professionalism, and attention to detail.